Key Points Alphabet is an AI pioneer and continues to lead the way in the industry. AMD has increasingly emerged as Nvidia’s most prominent competitor in the AI accelerator market. CoreWeave’s neocloud technology poses significant risks but offers huge potential. 10 stocks we like better than Alphabet › In evaluating artificial intelligence (AI) stocks, I … Read more

Goldman Desk Sees Fuel Fading, Flags Pullback Risk, Maps 5 Trades

The whipping post

Takeaways • The easy money from positioning is fading as macro shorts and CTA demand peak, shifting the market into an earnings-driven “prove it” phase • The rally remains narrow and mechanically driven, with megacap leadership and options flows masking weaker underlying breadth • Volatility has reset lower, reopening both tail hedging and convex upside … Read more

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There Is Incredible News for Apple Investors. Will It Be Enough to Send the Stock Higher?

The whipping post

Key Points In the first quarter, iPhone shipments increased despite a dip in overall smartphone shipments. Apple could further boost its smartphone market share by adding new AI features. The company’s control over the supply chain should ensure it continues to outperform its peers. 10 stocks we like better than Apple › Apple’s (NASDAQ: AAPL) … Read more